JNBA Financial Advisors - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,204 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.04 and the average weighting 0.6%.

Quarter-by-quarter ownership
JNBA Financial Advisors ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,947,541
-5.9%
4,694
+0.2%
0.24%
-2.0%
Q2 2023$2,070,636
+14.7%
4,6830.0%0.25%
+5.5%
Q1 2023$1,805,157
+20.5%
4,683
-0.2%
0.24%
+13.0%
Q4 2022$1,498,352
+0.8%
4,691
-3.0%
0.21%
-9.2%
Q3 2022$1,486,000
-6.1%
4,836
-0.2%
0.23%
-4.6%
Q2 2022$1,582,000
-21.1%
4,844
+0.6%
0.24%
-9.8%
Q1 2022$2,006,000
-15.9%
4,817
-7.5%
0.27%
-8.6%
Q4 2021$2,385,000
+13.6%
5,206
-0.5%
0.29%
+3.2%
Q3 2021$2,100,000
+0.4%
5,232
-0.2%
0.28%
-0.4%
Q2 2021$2,092,000
+11.3%
5,2450.0%0.28%
+3.7%
Q1 2021$1,880,000
+1.3%
5,2450.0%0.27%
-10.5%
Q4 2020$1,856,000
+15.7%
5,245
+1.9%
0.30%
-5.6%
Q3 2020$1,604,000
+11.8%
5,1490.0%0.32%
+4.9%
Q2 2020$1,435,000
+31.5%
5,1490.0%0.31%
+17.6%
Q1 2020$1,091,000
-13.6%
5,149
-0.2%
0.26%
+8.7%
Q4 2019$1,263,000
+13.6%
5,1590.0%0.24%
+6.6%
Q3 2019$1,112,000
+2.2%
5,1590.0%0.23%
+1.8%
Q2 2019$1,088,000
+4.9%
5,159
-0.2%
0.22%
-0.4%
Q1 2019$1,037,000
+20.3%
5,1670.0%0.22%
+14.4%
Q4 2018$862,000
-8.0%
5,1670.0%0.20%
-1.5%
Q2 2018$937,000
+6.0%
5,1670.0%0.20%
+4.8%
Q1 2018$884,000
+3.9%
5,1670.0%0.19%
+5.6%
Q4 2017$851,000
+8.4%
5,1670.0%0.18%
+2.3%
Q3 2017$785,000
+7.8%
5,1670.0%0.18%
+6.1%
Q2 2017$728,000
-1.0%
5,167
-4.7%
0.16%
-5.2%
Q1 2017$735,000
-8.9%
5,422
-18.4%
0.17%
-11.2%
Q4 2016$807,000
+5.6%
6,646
-6.8%
0.20%
-8.4%
Q2 2016$764,000
-4.7%
7,131
-2.7%
0.21%
-26.0%
Q1 2016$802,000
-0.1%
7,326
-1.1%
0.29%
-6.2%
Q4 2015$803,000
+7.5%
7,411
-0.8%
0.31%
-3.1%
Q3 2015$747,000
-5.9%
7,4710.0%0.32%
+5.6%
Q2 2015$794,000
+2.5%
7,471
+2.8%
0.30%
+1.0%
Q1 2015$775,000
+1.3%
7,271
-0.7%
0.30%
-3.2%
Q4 2014$765,000
+6.2%
7,321
+1.7%
0.31%
-5.8%
Q3 2014$720,000
+1.1%
7,196
-2.2%
0.33%
-5.2%
Q2 2014$712,000
+1.7%
7,356
-3.8%
0.34%
-6.5%
Q1 2014$700,000
-2.2%
7,649
-4.3%
0.37%
-5.9%
Q4 2013$716,000
+11.0%
7,9940.0%0.39%
-2.5%
Q3 2013$645,000
+2.4%
7,994
-6.1%
0.40%
-7.2%
Q2 2013$630,0008,5150.43%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
TTP Investments, Inc. 55,571$13,607,00015.75%
NORTHSTAR ASSET MANAGEMENT LLC 148,794$36,432,00013.72%
MFA WEALTH ADVISORS, LLC 55,410$13,560,0009.84%
SEARCY FINANCIAL SERVICES INC /ADV 53,967$13,214,0009.49%
Tatro Capital, LLC 40,693$9,964,0008.95%
Portfolio Strategies, Inc. 78,858$19,309,0008.87%
Beacon Capital Management, Inc. 797,543$195,278,0008.66%
Annex Advisory Services, LLC 290,867$71,218,0008.63%
Harel Insurance Investments & Financial Services Ltd. 806,340$197,432,0008.58%
Migdal Insurance & Financial Holdings Ltd. 1,705,516$417,596,0008.05%
View complete list of VANGUARD WORLD FDS shareholders